Itay has overall responsibility for curating direct and co-investment deals to our institutional-like private clients. He serves as the global nexus of all private transaction sourcing, management and distribution.

Before joining Citi, Itay worked for J.P. Morgan Private Bank, where he was responsible for building and managing Morgan Private Ventures, its direct deals and co-investments platform. He was also a partner in J.P. Morgan’s Junius Real Estate Partners, and a key contributor in building the Highbridge and Gavea funds.

Previously, Itay was an attorney at Kirkland & Ellis and Debevoise & Plimpton.

He is an advisory board member of Sakara Life and a member of Caravan Wellness.

David has overall responsibility for Citi Global Wealth Investments, which unifies the Investments teams of the Private Bank and the Consumer Bank worldwide.

As Chief Investment Officer, David ensures the integration of our asset allocation, manager research and portfolio management teams, and offers his perspectives on the markets.

David joined the Private Bank in 2009 as the Global Head of Managed Investments. He designed the architecture of our global managed investments platform, including its Citi Investment Management unit, and our distinctive private equity, real estate, hedge fund and traditional investment teams. He became Global Head of Investments in October of 2017.

Prior to joining Citi, David was Head of Alternative Investment Asset Management for Bank of America Global Wealth and Investment Management, where he was responsible for client alternative investments across private equity, real estate, venture capital and hedge funds. He has been a co-founder of a hedge fund of funds, Martello Investment Management, and a senior executive at two leading hedge funds, John W. Henry and Company and Ellington Management Group.

David holds a BA with honors from Amherst College and an MBA with honors from Harvard Business School.

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James has overall responsibility for addressing the needs of Citi Private Capital Group’s clients.

Previously, James was Global Market Manager for Northern Europe, also overseeing the coverage of family office clients across EMEA.

Before joining the Private Bank from Barclays in 2005, James was founding partner and finance director of a digital television start-up venture. He originally trained as a chartered accountant within Coopers & Lybrand’s corporate finance practice. He joined has also worked in mergers & acquisitions transactions at Samuel Montagu, and subsequently for James Capel.

James graduated from Manchester University in 1992 with a bachelor’s in economics. He is a fellow of the Institute of Chartered Accountants in England and Wales.

Harlin works across Citi’s investment divisions to develop and embed a global framework along the full spectrum of sustainability to ensure its alignment with Citi’s best thinking on portfolio management, research and asset allocation. This includes environmental, social and governance (ESG) integration, socially responsible, thematic and impact investments.

Harlin is an observing member of the Global Investment Committee and oversees Investing with Purpose, our sustainable investing platform. She is also a representative on Citi’s Net Zero Task Force, entrusted with the group’s goal of reaching net zero emissions by 2050.

Prior to joining Citi in 2017, she served as Associate Director of innovative finance at the Milken Institute. Before that, Harlin spent over a decade as a capital markets and foreign exchange specialist, advising ultra-high net worth individuals and family offices at Deutsche Bank and Citi, having begun her career at Lehman Brothers. She also served as an adjunct professor of impact investing at USC’s Marshall School of Business.

Harlin holds an undergraduate degree in finance from Rutgers University and a master’s in public administration from New York University.